Searching for Funds in Alma and Creating a Basic Fund Report

Alma offers several out-of-the-box analytics reports. How to run a basic fund report is demonstrated in the video below.

For a video describing Analytics reports and dashboards, see Reports and Dashboards here.

*Please note that Analytics data is not in real time. You can see the time in which the latest extraction of data has become available at the bottom of the screen when you click Analytics. If you need a more accurate representation, you may wish to use one of the other methods shown below.

Other ways to search for funds in Alma:

  • By keyword or fund code in the top search bar.
  • Under Acquisitions, Funds & Ledgers